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FIWBX vs RLBCX
FIWBX vs RLBCX Comparison
Open Charts FIWBX vs RLBCX
Fidelity Advisor Multi-Asset Income Z
Price$14.22
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIWBX vs RLBCX Comparison Chart
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FIWBX vs. RLBCX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIWBX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. FIWBX (2.78B). FIWBX pays higher dividends than RLBCX: FIWBX (4.03) vs RLBCX (1.63). FIWBX was incepted earlier than RLBCX: FIWBX (7 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FIWBX (0.74). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FIWBX has a lower initial minimum investment than RLBCX: FIWBX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.77 vs. FIWBX (5.61). FIWBX return over 5 years is better than : 47.74 vs. RLBCX (32.95).
| FIWBX | RLBCX | FIWBX / RLBCX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.74 | 0.89 | 83% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 2.095 | 4.555 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 243B | 1% |
| Annual Yield % from dividends | 4.03 | 1.63 | 247% |
| Returns for 1 year | 5.61 | 6.77 | 83% |
| Returns for 3 years | 21.30 | 21.28 | 100% |
| Returns for 5 years | 47.74 | 32.95 | 145% |
| Returns for 10 years | N/A | 56.45 | - |
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